Company and Industry 2

Client need

In advance of a meeting, the client asked for detailed information on a global financial services company, its leadership, risk management operations and its international reach.

Our response

We prepared a company profile that included public filings, analyst reports, a SWOT analysis, foreign holdings, leadership biographies and recent news clippings.

Outcome

The client went into the meeting well prepared and with the advantage of detailed knowledge of the company. They found the information “very comprehensive and useful”.

February 6, 2020